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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,327 | $53,127-14.7% | $86,597-47.7% | $70,131-35.4% |
| Participation rate | 23.0% | 65.3%-42.3pp | 73.5%-50.6pp | 69.5%-46.6pp |
| Annual return | 14.35% | 27.66%-13.3pp | 964.96%-950.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,684 | $2,696-37.5% | $3,609-53.3% | $3,332-49.5% |
| Admin fee / account holder | $1,680 | $3,585-53.2% | $4,906-65.8% | $4,645-63.8% |